Keith is a Partner and Senior Advisor with Foundations Financial Partners, LLC.
He has an undergraduate degree in Bible from Cairn University. He received his Master’s in Organizational Leadership in 2001 from Cairn University. He holds FINRA Series 7, 66, and 24 securities registrations. He is a licensed Life, Accident and Health Insurance professional
Mr. Tomer has extensive public speaking experience, and has served clients and worked with other professional advisors for 10 years. He is passionate about continuing education and professionalism in the financial services industry. He is a member of the Financial Planning Association (FPA).
Prior to joining the Financial Services Industry in 2004, Keith was the Administrative Pastor for a large church in the Bucks County area. As a pastor, he was continually reminded of the financial challenges that individuals, families and business owners face as well as the unique struggles encountered by non-profit organizations. As an advisor with Foundations, Keith can help families, individuals and businesses with these specific challenges and allow them to realize their dreams.
“I love helping my clients work through the financial opportunities they face. Whether it is guiding them through the budget process, discussing how to fund their children’s college education or helping them achieve a successful retirement, planning in advance can make all of the difference. We live in a complex financial world; it is my job to partner with my clients to provide them with understandable alternatives to the financial opportunities they grapple with.”
He and his wife, Charlene both grew up and reside in Bucks County. In fact, they both attended Central Bucks East High School, but they did not meet until college. They have three children and enjoy riding their bikes, kayaking, paddle boarding, and going to the beach. The Tomer family is active in their church and community.
“Careful planning puts you ahead in the long run; Hurry and scurry puts you farther behind”.
-Proverbs 21:5 (The Message)
Keith is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner; we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Foundations Financial Partners is independently owned and operated.